Manage items

Assign an item to a member

Assign a billable item to a member or a group of members

Unlike subscriptions, which renew every season, items represent one-time charges assigned to members: licenses, entry fees, key deposits, or lesson registration fees. These items do not renew automatically and must be assigned manually to each member concerned.

1

Go to the assignment section

Go to the menu INVOICE and select the option "Link an item" to assign an item to a member.

Invoice menu with Link an item option

Access to the INVOICE menu to link items

2

Select the member and the item

Choose the member or group of members you want to assign the item to. Then select the item from the available list.

Selection of the member and item

Member and item selection interface

Specify the quantity of this item to assign to the member.

Quantity entry

Quantity entry field

3

Confirm the assignment

The price is displayed automatically based on the member's age and the configured pricing tiers. Click "Link item" to confirm the assignment.

Price display with pricing conditions

Price calculated according to the pricing conditions

4

Check the assignment

To check that the item has been correctly assigned, go to MEMBERSManage members. Click the member's name, then go to the tab "Linked item" to see all assigned items.

Linked item tab with list of assigned items

View of all items assigned to a member

Plugin.ch Tutorial — Manage items

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